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Email attachments can be saved to a document package linked to a record (Account, Event, AppointmentM etc.).

Save the attachment to an existing document package:

  1. Double-click the email to open. It is not possible to file attachments from the preview.
  2. In the small pane in the upper right-hand corner, select the documents by left-click, holding down the Shift key for multi-select.
  3. Click on Dokumentenablage File in document package in the toolbar of the small pane.
  4. Select suche Search for document package.
  5. In the search window, select in one or more Filing locations.
  6. save Save your changes.

Create a new document package with a link to a record:

  1. Link the email to an existing record by clicking Mail ablegen File in the toolbar.
    E.g.: Account, Event, Appointment
  2. Open the Email when prompted and go to the Anhang Attachments tab.
  3. In the small pane in the upper right-hand corner, select the documents by left-click, holding down the Shift key for multi-select.
  4. Click on Dokumentenablage File in document package in the toolbar of the small pane.
  5. The first option offered is to file under the linked account (Event, Appointment) by clicking neu New.
  6. save Save your changes.